+5,367.1%
O vs CAKE
+3,694.4%
+1,672.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.3% |
| 7D | -0.6% | -1.1% | +0.5% | -0.3% |
| 30D | -2.0% | +0.4% | -2.4% | -2.2% |
| 3M | +3.0% | +59.9% | -56.9% | -7.6% |
| 6M | -3.6% | +75.1% | -78.7% | -15.6% |
| YTD | +12.1% | +115.0% | -103.0% | -6.5% |
| 1Y | +8.9% | +81.6% | -72.7% | -6.0% |
| 3Y | +30.3% | +279.1% | -248.8% | -7.3% |
| 5Y | +13.7% | +170.6% | -156.9% | -16.4% |
| 10Y | +50.3% | +160.3% | -110.0% | -1.5% |
| All | +5,367.1% | +3,694.4% | +1,672.8% | +2,122.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded CAKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling